Step 1: Connect your HubSpot Account
1. Click on Connect your HubSpot account
2. Choose Slack as a channel
3. Choose your HubSpot Account and complete the authentication process for the Slack by Octopods HubSpot Integration
Step 2: Connect your Slack workspace to Octopods
1. Click on Connect Slack Accounts
2. Authenticate your Slack team with Octopods
3. Choose your HubSpot Inbox to connect the Slack channel to
That's it! The integration between your Slack Account & HubSpot is complete.
You can view the Slack channel on HubSpot.
How to: Sync Slack threads to HubSpot conversations
1. Choose the thread you'd like to sync to HubSpot as an Inbox conversation & click on more actions (the three buttons on the right)
2. Scroll down & click on Sync to HubSpot
3. Octopods will sync the thread source messages into a HubSpot Conversation
To configure an Inbox view for your channel, check out this guide (recommended)
Thank you, please reach out to us for any questions or feedback ❤️